Analog Semiconductors Stocks Q4 Highlights: MACOM (NASDAQ:MTSI)

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at analog semiconductors stocks, starting with MACOM (NASDAQ:MTSI).

Demand for analog chips is generally linked to the overall level of economic growth, as analog chips serve as the building blocks of most electronic goods and equipment. Unlike digital chip designers, analog chip makers tend to produce the majority of their own chips, as analog chip production does not require expensive leading edge nodes. Less dependent on major secular growth drivers, analog product cycles are much longer, often 5-7 years.

The 14 analog semiconductors stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 0.8% while next quarter’s revenue guidance was above.

In light of this news, share prices of the companies have held steady as they are up 1.9% on average since the latest earnings results.

MACOM (NASDAQ:MTSI)

Founded in the 1950s as Microwave Associates, a communications supplier to the US Army Signal Corp, today MACOM Technology Solutions (NASDAQ: MTSI) is a provider of analog chips used in optical, wireless, and satellite networks.

MACOM reported revenues of $271.6 million, up 24.5% year on year. This print exceeded analysts’ expectations by 1%. Overall, it was a strong quarter for the company with revenue guidance for next quarter topping analysts’ expectations and an impressive beat of analysts’ adjusted operating income estimates.

“We delivered a solid start to fiscal year 2026,” said Stephen G. Daly, President and Chief Executive Officer, MACOM.

Interestingly, the stock is up 17.9% since reporting and currently trades at $253.59.

Is now the time to buy MACOM? Access our full analysis of the earnings results here, it’s free.

Best Q4: Skyworks Solutions (NASDAQ:SWKS)

Result of a merger of Alpha Industries and the wireless communications division of Conexant, Skyworks Solutions (NASDAQ: SWKS) is a designer and manufacturer of chips used in smartphones, autos, and industrial applications to amplify, filter, and process wireless signals.

Skyworks Solutions reported revenues of $1.04 billion, down 3.1% year on year, outperforming analysts’ expectations by 3.4%. The business had an exceptional quarter with a beat of analysts’ EPS estimates and an impressive beat of analysts’ adjusted operating income estimates.

Skyworks Solutions delivered the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 7.1% since reporting. It currently trades at $59.91.

Is now the time to buy Skyworks Solutions? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Universal Display (NASDAQ:OLED)

Serving major consumer electronics manufacturers, Universal Display (NASDAQ:OLED) is a provider of organic light emitting diode (OLED) technologies used in display and lighting applications.

Universal Display reported revenues of $172.9 million, up 6.6% year on year, in line with analysts’ expectations. It was a mixed quarter as it posted a beat of analysts’ EPS estimates but full-year revenue guidance missing analysts’ expectations significantly.

As expected, the stock is down 8.9% since the results and currently trades at $106.61.

Read our full analysis of Universal Display’s results here.

Sensata Technologies (NYSE:ST)

Originally a temperature sensor control maker and a subsidiary of Texas Instruments for 60 years, Sensata Technology Holdings (NYSE: ST) is a leading supplier of analog sensors used in industrial and transportation applications, best known for its dominant position in the tire pressure monitoring systems in cars.

Sensata Technologies reported revenues of $917.9 million, up 1.1% year on year. This print topped analysts’ expectations by 0.6%. Aside from that, it was a mixed quarter as it also logged a beat of analysts’ EPS estimates but revenue guidance for next quarter meeting analysts’ expectations.

The stock is up 5.4% since reporting and currently trades at $38.10.

Read our full, actionable report on Sensata Technologies here, it’s free.

Power Integrations (NASDAQ:POWI)

A leading supplier of parts for electronics such as home appliances, Power Integrations (NASDAQ:POWI) is a semiconductor designer and developer specializing in products used for high-voltage power conversion.

Power Integrations reported revenues of $103.2 million, down 1.9% year on year. This number was in line with analysts’ expectations. It was a strong quarter as it also logged a beat of analysts’ EPS estimates and an impressive beat of analysts’ adjusted operating income estimates.

The stock is up 1.8% since reporting and currently trades at $48.04.

Read our full, actionable report on Power Integrations here, it’s free.

Market Update

As a result of the Fed’s rate hikes in 2022 and 2023, inflation has come down from frothy levels post-pandemic. The general rise in the price of goods and services is trending towards the Fed’s 2% goal as of late, which is good news. The higher rates that fought inflation also didn't slow economic activity enough to catalyze a recession. So far, soft landing. This, combined with recent rate cuts (half a percent in September 2024 and a quarter percent in November 2024) have led to strong stock market performance in 2024. The icing on the cake for 2024 returns was Donald Trump’s victory in the U.S. Presidential Election in early November, sending major indices to all-time highs in the week following the election. Still, debates around the health of the economy and the impact of potential tariffs and corporate tax cuts remain, leaving much uncertainty around 2025.

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